Financial Decisions in Becoming a Stay-At-Home Parent
Our experts discuss a case study of a family considering transitioning to a one-income family with a stay-at-home parent once their child is born.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Loaning Your Adult Children Money
Loaning money to your adult children? Both your finances and your relationship with your child may be at risk. We offer guidance in this week’s Financial Tip.
Saving More to Save More
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy.
Does it make Sense Financially for Both Spouses to Work after Our Child is Born?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.
Q&A Time: Terex Corp., National Presto and Spousal IRA Contributions
The “Money Talks” hosts answer listeners’ questions on heavy machinery companies and Small-Cap consumer discretionaries.
Q&A Time: Diebold, NCR Corp., Duration, the Future of the Healthcare Sector and More
The “Money Talks” hosts address listeners’ questions on Amazon-proof retailers, ATM manufacturers, and what it means when a spouse wants to invest on her own.
Considering a Spouse’s Investments
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how and why you may want to consider your spouse’s 401(k) plan investments. They describe the most common mistake they see, and why it is beneficial to evaluate both spouse’s plan options.
Q&A Time: PepsiCo, CVS Caremark, Walgreens and More
We address listeners’ questions on 401(k)s, saving for retirement and give our preference between CVS Caremark and Walgreen Company